Franklin Universal Trust
FT- Exchange
- NYSE
- SEC CIK
- 0000833040
No open-market purchases or sales by Franklin Universal Trust insiders were filed in the last 90 days; 59 institutions reported holding it in 13F filings for Q2 2026, worth $37.1M in total; no superinvestor holds it.
13F holders, Q4 2022
Institutional positions in Franklin Universal Trust as of Dec 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 33
- −1 vs. Q3 2022
- Shares held
- 3.68M
- +251.9K (+7.4%) vs. Q3 2022
- Total value
- $24.7M
- +$3.07M (+14.2%) vs. Q3 2022
- New holders
- 4
- 15 more added
- Sold out
- 5
- 6 more reduced
Compare with Q3 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting FT on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 59 | $37.1M |
| Q1 2026 | 54 | $36.5M |
| Q4 2025 | 54 | $37.0M |
| Q3 2025 | 50 | $39.8M |
| Q2 2025 | 48 | $34.2M |
| Q1 2025 | 45 | $33.5M |
| Q4 2024 | 47 | $34.7M |
| Q3 2024 | 46 | $35.4M |
| Q2 2024 | 41 | $30.9M |
| Q1 2024 | 35 | $26.1M |
| Q4 2023 | 37 | $26.7M |
| Q3 2023 | 36 | $22.2M |
| Q2 2023 | 34 | $22.1M |
| Q1 2023 | 37 | $26.9M |
| Q4 2022 | 33 | $24.7M |
| Q3 2022 | 34 | $21.7M |
| Q2 2022 | 31 | $26.2M |
| Q1 2022 | 31 | $27.5M |
| Q4 2021 | 38 | $33.0M |
| Q3 2021 | 41 | $35.1M |
| Q2 2021 | 39 | $37.8M |
| Q1 2021 | 42 | $37.1M |
Institutions, Q4 2022
Shares, value and share of portfolio for each institution holding Franklin Universal Trust; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Koshinski Asset Management, Inc. | 506,476 | $3.41M | 0.33% | +49,047+10.7% | Added |
| Moloney Securities Asset Management, LLC | 398,041 | $2.68M | 0.59% | +81,434+25.7% | Added |
| Morgan Stanley | 343,444 | $2.31M | 0.00% | −31,509−8.4% | Reduced |
| Wells Fargo & Company | 303,048 | $2.04M | 0.00% | −114,582−27.4% | Reduced |
| Stifel Financial Corp | 269,894 | $1.82M | 0.00% | +34,954+14.9% | Added |
| Foundations Investment Advisors, LLC | 257,419 | $1.73M | 0.07% | +79,557+44.7% | Added |
| Janney Montgomery Scott LLC | 218,967 | $1.47M | 0.01% | +19,397+9.7% | Added |
| Westchester Capital Management, LLC | 184,920 | $1.24M | 0.04% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 182,812 | $1.23M | 0.00% | −19,516−9.6% | Reduced |
| Uncommon Cents Investing LLC | 142,030 | $955.9K | 0.35% | +8,553+6.4% | Added |
| Wolverine Asset Management LLC | 118,854 | $799.9K | 0.01% | +83,017+231.7% | Added |
| LPL Financial LLC | 110,991 | $747.0K | 0.00% | +18,372+19.8% | Added |
| Shaker Financial Services, LLC | 110,605 | $744.4K | 0.35% | +79,598+256.7% | Added |
| Integrated Wealth Concepts LLC | 109,092 | $734.0K | 0.02% | +4,830+4.6% | Added |
| Hennion & Walsh Asset Management, Inc. | 90,194 | $607.0K | 0.04% | −11,721−11.5% | Reduced |
| UBS Group AG | 88,535 | $595.8K | 0.00% | −8,155−8.4% | Reduced |
| Raymond James & Associates | 35,565 | $239.4K | 0.00% | +2,524+7.6% | Added |
| Independent Financial Group, LLC | 21,900 | $147.4K | 0.01% | +21,900 | New |
| Royal Bank of Canada | 21,768 | $146.0K | 0.00% | +2,000+10.1% | Added |
| GWM Advisors LLC | 21,300 | $143.3K | 0.00% | +1,300+6.5% | Added |
| Wedbush Securities Inc | 21,230 | $143.0K | 0.01% | −4,615−17.9% | Reduced |
| Stratos Wealth Partners, LTD. | 19,500 | $131.2K | 0.00% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 17,690 | $119.1K | 0.01% | +17,690 | New |
| SeaCrest Wealth Management, LLC | 17,414 | $117.2K | 0.02% | +309+1.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 17,137 | $115.0K | 0.00% | +205+1.2% | Added |
| Landscape Capital Management, L.L.C. | 16,432 | $110.6K | 0.02% | +16,432 | New |
| Geneos Wealth Management Inc. | 11,444 | $77.0K | 0.00% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 10,367 | $69.8K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 3,202 | $21.6K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 2,800 | $18.8K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 2,693 | $18.0K | 0.00% | +2,693 | New |
| Prestige Wealth Management Group LLC | 650 | $4.37K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 8 | $53 | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −28,333−100.0% | Sold out |
| Goldman Sachs Group Inc | 0 | $0 | 0.00% | −27,200−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −14,503−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −11,678−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −149−100.0% | Sold out |